Quantum Tax Saving Fund - Direct Plan
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Suitability
This product is suitable for investors who are seeking• Long term capital appreciation• Investments in equity and equity related securities of companies in S&P BSE 200 index and to save tax u/s 80 C of the Income Tax Act. Investments in this product are subject to lock in period of 3 years.
Fund Info
| Scheme Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 India TR INR |
| Expense Ratio | 1.28% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 78 |
| AMC AUM (in Crs.) | ₹ 1,360 |
| Min Addition Subscription | ₹ 500 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 18.15% | |
| 500 | 500 | 17.52% | |
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan | 500 | 500 | 11.51% |
| 500 | 500 | 10.77% | |
| 500 | 500 | 12.92% | |
| 500 | 500 | 14.37% | |
| 500 | 500 | 17.52% | |
| 500 | 500 | 12.29% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Trep^ | Cash - Repurchase Agreement | 11 |
| Housing Development Finance Corp Ltd | Equity | 9 |
| Infosys Ltd | Equity | 8 |
| Bajaj Auto Ltd | Equity | 7 |
| State Bank of India | Equity | 5 |
| Hero MotoCorp Ltd | Equity | 5 |
| Wipro Ltd | Equity | 4 |
| ICICI Bank Ltd | Equity | 4 |
| Shriram Transport Finance Co Ltd | Equity | 4 |
| LIC Housing Finance Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 89 |
| Cash - Repurchase Agreement | 11 |
| Other Assets And Liabilities | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 30 |
| Consumer Cyclical | 19 |
| Technology | 15 |
| Utilities | 11 |
| Cash - Repurchase Agreement | 11 |
Quantum Mutual Fund
AUM₹1,360 Cr
About
Quantum Mutual Fund was launched in year 2015 and is sponsored by Quantum Advisors Private Ltd. The AMC goal is to convert saving of an investor to wealth. They aspire to provide simple, yet effective products to investors, which impacts them positively in their financial journey.##Until 2016 Quantum was the only AMC that was an only Direct AMC and did not provide any regular plans. This thus ensured lower expense ratios as AMC did not have to bear any upfront or trail commissions.##Their vision is to become most respected mutual fund house of India by following their values and keeping their business policy simple and transparent.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m